Expert-managed portfolios tailored to your financial goals.
Series II invests in 15–20 quality mid and small-cap companies through a bottom-up, research-driven, high-conviction strategy with a long-term growth focus
Bhavesh Jain is a Senior Fund Manager – Equity at Edelweiss Asset Management Ltd., with over 15 years of experienc... Bhavesh Jain is a Senior Fund Manager – Equity at Edelweiss Asset Management Ltd., with over 15 years of experience in managing equity and arbitrage strategies. He has been associated with Edelweiss since 2008, playing a key role in designing and managing the AMC’s arbitrage and hedged equity funds, including the flagship Edelweiss Arbitrage Fund and Edelweiss Balanced Advantage Fund. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.31% | -0.51% | 0.2% |
| 3 Months | -10.63% | -3.8% | -6.83% |
| 6 Months | -6.77% | 3.36% | -10.13% |
| 1 Year | 15.84% | 15.07% | 0.77% |
| 2 Year | 0.7% | 8.28% | -7.58% |
| 3 Year | 7.95% | 14.63% | -6.68% |
| 5 Year | 10.41% | 12.94% | -2.53% |
| Since Inception | 7.64% | 12.51% | -4.87% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.67% | -0.31% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -3.63% | 0.2% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -7.1% | -14.52% | 3.54% | 4.27% | 11.63% | 4.82% | -2.33% | 0.7% | 2.96% | 1.86% | -0.52% | -3.95% |
| Benchmark | -0.45% | -5.79% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | -6.65% | -8.73% | -2.77% | 0.79% | 9.71% | 1.45% | 0.44% | 1.91% | 2.19% | -2.76% | -2.44% | -3.67% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.4 | 3.4 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 1.4 | 1.2 | 1.2 | 1.3 | 1.5 | 1.5 | 1.5 | 1.5 | 2.6 | 3.1 | 3.3 | 3.7 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
